Formidable Asset Management LLC Email Format

Financial ServicesOhio, United States11-50 Employees

Formidable Asset Management LLC is a registered investment advisory firm operating in the financial services sector. It provides a suite of services including wealth management, insurance, financial planning, alternative investment management, and business consulting, with custody and clearance for client accounts handled through Raymond James Financial. The company targets individuals and organizations seeking integrated financial guidance and diversified investment strategies, and it documents holdings across various asset classes through periodic stake acquisitions.

 Based in Cincinnati, Ohio, Formidable Asset Management emphasizes a broad approach to asset management and advisory services within the investment landscape. It reports a small-to-medium advisory practice footprint and has a record of making discretionary investments in equities and ETFs as part of its client-focused investment activities, with recent public disclosures noting stakes in companies such as Nokia Oyj, Canadian Pacific Railway, SPDR EURO STOXX 50 ETF, McEwen Mining, and Kimberly-Clark. The firm operates within the broader financial services industry, offering both asset management and consulting services to support wealth and financial planning objectives.

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